FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,668 | +16.3% | 44,607 | +24.7% | 0.03% | +13.0% |
| Q2 2023 | $1,434 | +64.4% | 35,759 | +64.7% | 0.02% | +53.3% |
| Q1 2023 | $872 | -99.9% | 21,708 | -19.8% | 0.02% | -21.1% |
| Q4 2022 | $1,080,000 | -99.9% | 27,066 | -27.0% | 0.02% | -26.9% |
| Q3 2022 | $1,327,000,000 | +90172.1% | 37,078 | -2.1% | 0.03% | -7.1% |
| Q2 2022 | $1,470,000 | -1.7% | 37,880 | +7.2% | 0.03% | +7.7% |
| Q1 2022 | $1,495,000 | -99.9% | 35,339 | -2.7% | 0.03% | -7.1% |
| Q4 2021 | $1,563,000,000 | +115335.7% | 36,315 | +5.1% | 0.03% | +3.7% |
| Q3 2021 | $1,354,000 | +17.0% | 34,545 | +18.7% | 0.03% | +8.0% |
| Q2 2021 | $1,157,000 | -13.5% | 29,097 | -17.4% | 0.02% | -21.9% |
| Q1 2021 | $1,337,000 | +29.1% | 35,207 | +19.1% | 0.03% | +10.3% |
| Q4 2020 | $1,036,000 | +86.0% | 29,550 | +66.9% | 0.03% | +52.6% |
| Q3 2020 | $557,000 | +53.4% | 17,706 | +47.7% | 0.02% | +35.7% |
| Q2 2020 | $363,000 | +74.5% | 11,986 | +59.7% | 0.01% | -22.2% |
| Q1 2020 | $208,000 | – | 7,506 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNIONVIEW, LLC | 363,669 | $13,597,599 | 12.85% |
| Next Level Private LLC | 430,436 | $15,844,348 | 10.51% |
| BELLEVUE ASSET MANAGEMENT, LLC | 342,835 | $12,818,600 | 8.61% |
| Spectrum Wealth Advisory Group, LLC | 134,842 | $5,041,748 | 6.98% |
| Kraft, Davis & Associates, LLC | 504,187 | $18,453,205 | 6.94% |
| New England Private Wealth Advisors LLC | 877,596 | $32,842,398 | 6.85% |
| Petix & Botte Co | 562,842 | $21,044,556 | 6.64% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 189,384 | $7,081,068 | 6.50% |
| ICA Group Wealth Management, LLC | 583,668 | $21,816,026 | 6.13% |
| Mainsail Financial Group, LLC | 182,464 | $6,721,138 | 6.10% |